UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 861177
NEW YORK, NY
Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,037,020
+$554,270 QoQ
Shares Held
169,565
+1.7% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $518,675,867 across 14 Utilities - Regulated Gas names. SWX ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,381,989 | $208,363,572 | |
| 2 | ATO |
Atmos Energy Corp
|
1,098,374 | $189,216,883 | |
| 3 | UGI |
Ugi Corp /Pa/
|
617,962 | $21,344,402 | |
| 4 | NJR |
New Jersey Resources Corp
|
308,305 | $17,277,408 | |
| 5 | OGS |
ONE Gas, Inc.
|
196,427 | $15,138,623 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
169,565 | $15,037,020 | |
| 7 | SR |
Spire Inc
|
166,172 | $12,976,368 | |
| 8 | MDU |
Mdu Resources Group Inc
|
467,864 | $9,923,391 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,037,020 | 169,565 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,482,750 | 166,660 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $12,981,160 | 162,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,231,612 | 156,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,988,637 | 255,258 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,703,169 | 190,852 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $11,749,454 | 166,164 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,415,757 | 127,654 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,975,418 | 127,528 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,069,538 | 79,726 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,743,055 | 90,656 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,242,196 | 86,777 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,297,141 | 83,223 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,197,273 | 83,223 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,288,325 | 85,461 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,333,298 | 90,800 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,050,134 | 103,929 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,620,669 | 84,566 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,753,694 | 82,137 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,093,244 | 76,155 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,860,660 | 73,435 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,901,769 | 71,340 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,063,322 | 66,886 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,327,838 | 68,587 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,433,352 | 64,205 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,683,821 | 67,335 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||